Follow Up Boss + Lofty
Update Follow Up Boss contacts without triggering action plans when lead pipeline changes in Lofty
Boost your efficiency and keep your contact data up to date with this workflow. Upon any change in your Lead Pipeline in the Lofty app, information will immediately be reflected in the Follow Up Boss app, creating or updating a contact without triggering action plans. You can spend less time managing your contact lists and more time focused on nurturing leads. This workflow ensures your contact data is always current and consistent across platforms.
Boost your efficiency and keep your contact data up to date with this workflow. Upon any change in your Lead Pipeline in the Lofty app, information will immediately be reflected in the Follow Up Boss app, creating or updating a contact without triggering action plans. You can spend less time managing your contact lists and more time focused on nurturing leads. This workflow ensures your contact data is always current and consistent across platforms.
- When this happens...Lead Pipeline Changed
Triggers when a lead is moved to the selected pipeline.
- automatically do this!Create or Update Contact Without Triggering Action Plans
Creates a new contact in Follow Up Boss or updates an existing one. IMPORTANT: This will not trigger action plans!
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SegmentRequired
Try ItNew Transaction
New transaction trigger
Try ItZap Trigger IDRequired
Try ItFirst Name
Last Name
Email
Phone
Birthday
Street or Complete Address (Mailing Address)
Lead Type
Source
Segment
Tag
Note
Subscription - Smart Plans
Subscription - Property Alert
Subscription - Market Report
Min Price (Buyer)
Max Price (Buyer)
Location (Deprecated)
City (Buyer)
State (Buyer)
Zipcode (Buyer)
Address (Buyer)
Min Beds (Buyer)
Min Baths (Buyer)
Beds (Seller)
Baths (Seller)
Price (Seller)
Address (Seller)
SqFt (Seller)
City (Seller)
State (Seller)
Zipcode (Seller)
Send Welcome Email
City (Mailing Address)
State (Mailing Address)
Zip Code(Mailing Address)
PipelineRequired
Try ItNew Lead
Triggers when a new lead is assigned to you. Does not work for lender-type accounts.
Try ItUpdate Transaction
Update transaction trigger
Try ItTransaction NameRequired
Transaction ID
Lead First NameRequired
Lead Last Name
Lead ID
Associated Lead Email
Transaction Owner ID
Transaction Owner Email
Transaction TypeRequired
Transaction StageRequired
Close Price
GCI
Team Revenue
Agent Revenue
Commission Rate
Timezone
Closed Date
Expected Close
Appointment Date
Agreement Signed Date
Offer Date
Contract Date
Appraisal Date
Home Inspection Date
Escrow Date
Expiration Date
Property Address
Property Unit
Property Listing Status
Property MLS Listing ID
Property Label
Property List Price
Property Type
Property Bedrooms
Property Bathrooms
Property Square Feet
Property Lot Size (Sqft)
Property Note
